Advisor Resource Council
Follow13F filer, CIK 1820879, DALLAS, TX
Advisor Resource Council reported $139,293,390 across 69 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-26. Its ten largest share positions make up 77.02% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-001768
- Period
- 2024-12-31
- Reported value
- $139M
- Holdings
- 69
- Top 10 weight
- 77.02%
- New
- 47
- Sold out
- 222
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYadded | +49,275 | $28.9M |
| RSPadded | +149,567 | $26.2M |
| EWJnew | +119,758 | $8.04M |
| MOATnew | +84,884 | $7.87M |
| PTLCnew | +61,446 | $3.28M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AAPLreduced | -37,652 | -$9.43M |
| MSFTexited | -19,239 | -$8.28M |
| IVVreduced | -10,262 | -$6.04M |
| XLKexited | -20,184 | -$4.56M |
| JPMexited | -21,000 | -$4.43M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 69 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MSFTMICROSOFT CORP | 19,239 | $8.28M | shares |
| XLKSELECT SECTOR SPDR TR | 20,184 | $4.56M | shares |
| JPMJPMORGAN CHASE & CO | 21,000 | $4.43M | shares |
| SMHVANECK ETF TRUST | 13,704 | $3.36M | shares |
| ACIOETF SER SOLUTIONS | 83,779 | $3.33M | shares |
| DIASTATE STR SPDR DOW JONES IND | 7,271 | $3.08M | shares |
| VYMVANGUARD WHITEHALL FDS | 23,212 | $2.98M | shares |
| GOOGALPHABET INC | 16,769 | $2.8M | shares |
| EFAISHARES TR | 26,109 | $2.18M | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 10,746 | $2.13M | shares |
| DRSKETF SER SOLUTIONS | 73,897 | $2.09M | shares |
| SRESEMPRA | 24,867 | $2.08M | shares |
| FLOTISHARES TR | 37,974 | $1.94M | shares |
| IDUBETF SER SOLUTIONS | 85,818 | $1.87M | shares |
| IWFISHARES TR | 4,898 | $1.84M | shares |
| IGEISHARES TR | 40,370 | $1.78M | shares |
| GOOGLALPHABET INC | 10,510 | $1.74M | shares |
| XLESELECT SECTOR SPDR TR | 19,665 | $1.73M | shares |
| AVGOBROADCOM INC | 9,658 | $1.67M | shares |
| METAMETA PLATFORMS INC | 2,822 | $1.62M | shares |
| SHMSPDR SERIES TRUST | 31,110 | $1.5M | shares |
| SPYMSPDR SERIES TRUST | 21,298 | $1.44M | shares |
| ADMEETF SER SOLUTIONS | 28,155 | $1.3M | shares |
| XLFSELECT SECTOR SPDR TR | 28,681 | $1.3M | shares |
| OSCVETF SER SOLUTIONS | 33,108 | $1.24M | shares |
| PGPROCTER & GAMBLE CO | 7,141 | $1.24M | shares |
| QCOMQUALCOMM INC | 7,254 | $1.23M | shares |
| ITAISHARES TR | 8,020 | $1.2M | shares |
| QQQMINVESCO EXCH TRADED FD TR II | 5,913 | $1.19M | shares |
| TSLATESLA INC | 4,411 | $1.15M | shares |
| JUCYETF SER SOLUTIONS | 49,000 | $1.14M | shares |
| DEMWISDOMTREE TR | 25,635 | $1.13M | shares |
| VVISA INC | 4,098 | $1.13M | shares |
| CRMSALESFORCE INC | 4,033 | $1.1M | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 18,316 | $1.09M | shares |
| PAVEGLOBAL X FDS | 24,848 | $1.02M | shares |
| SDYSPDR SERIES TRUST | 7,114 | $1.01M | shares |
| PWRQUANTA SVCS INC | 3,299 | $984K | shares |
| MLPXGLOBAL X FDS | 18,026 | $981K | shares |
| BILSSPDR SERIES TRUST | 9,588 | $955K | shares |
| MINOPIMCO ETF TR | 20,384 | $941K | shares |
| CLHCLEAN HARBORS INC | 3,833 | $926K | shares |
| SPSBSPDR SERIES TRUST | 29,411 | $891K | shares |
| DGRSWISDOMTREE TR | 17,177 | $885K | shares |
| LLYELI LILLY & CO | 998 | $884K | shares |
| PANWPALO ALTO NETWORKS INC | 2,565 | $877K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 984 | $873K | shares |
| WMTWALMART INC | 10,746 | $868K | shares |
| DUBSETF SER SOLUTIONS | 27,367 | $867K | shares |
| FLRNSPDR SERIES TRUST | 27,347 | $844K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 3,782 | $836K | shares |
| SPLVINVESCO EXCH TRADED FD TR II | 11,614 | $833K | shares |
| XLRESELECT SECTOR SPDR TR | 18,428 | $823K | shares |
| XLPSELECT SECTOR SPDR TR | 9,889 | $821K | shares |
| AXPAMERICAN EXPRESS CO | 3,006 | $815K | shares |
| EEMISHARES TR | 17,071 | $783K | shares |
| KOCOCA COLA CO | 10,697 | $769K | shares |
| SCHOSCHWAB STRATEGIC TR | 15,490 | $759K | shares |
| XARSPDR SERIES TRUST | 4,804 | $756K | shares |
| AMDADVANCED MICRO DEVICES INC | 4,527 | $743K | shares |
| ABBVABBVIE INC | 3,722 | $735K | shares |
| XLYSELECT SECTOR SPDR TR | 3,660 | $733K | shares |
| VOXVANGUARD WORLD FD | 4,959 | $721K | shares |
| ULSTSSGA ACTIVE ETF TR | 17,065 | $696K | shares |
| MCKMCKESSON CORP | 1,405 | $695K | shares |
| GLDMWORLD GOLD TR | 13,240 | $690K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 5,794 | $681K | shares |
| DXJWISDOMTREE TR | 6,370 | $675K | shares |
| TRGPTARGA RES CORP | 4,558 | $675K | shares |
| SLVISHARES SILVER TR | 23,654 | $672K | shares |
| DBMFIM GLOBAL PARTNER FUNDS | 23,492 | $661K | shares |
| CPRTCOPART INC | 12,435 | $652K | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 1,660 | $637K | shares |
| IRTINDEPENDENCE RLTY TR INC | 30,916 | $634K | shares |
| AMGNAMGEN INC | 1,956 | $630K | shares |
| ADBEADOBE INC | 1,212 | $628K | shares |
| WABWABTEC | 3,424 | $622K | shares |
| KRESPDR SERIES TRUST | 10,867 | $615K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,527 | $613K | shares |
| CMCSACOMCAST CORP NEW | 14,630 | $611K | shares |
| FISVFISERV INC | 3,380 | $607K | shares |
| SNPSSYNOPSYS INC | 1,192 | $604K | shares |
| XLCSELECT SECTOR SPDR TR | 6,538 | $591K | shares |
| HDVISHARES TR | 4,978 | $586K | shares |
| IDVISHARES TR | 18,945 | $573K | shares |
| EPSWISDOMTREE TR | 9,445 | $567K | shares |
| NXPINXP SEMICONDUCTORS N V | 2,311 | $555K | shares |
| XLISELECT SECTOR SPDR TR | 4,021 | $545K | shares |
| MUMICRON TECHNOLOGY INC | 5,251 | $545K | shares |
| AVBAVALONBAY CMNTYS INC | 2,390 | $538K | shares |
| BWXTBWX TECHNOLOGIES INC | 4,944 | $537K | shares |
| SCZISHARES TR | 7,867 | $533K | shares |
| IVOGVANGUARD ADMIRAL FDS INC | 4,640 | $532K | shares |
| KLACKLA CORP | 681 | $527K | shares |
| PLDPROLOGIS INC. | 4,171 | $527K | shares |
| VCRVANGUARD WORLD FD | 1,533 | $522K | shares |
| PHMPULTE GROUP INC | 3,626 | $520K | shares |
| AMTAMERICAN TOWER CORP | 2,231 | $519K | shares |
| SPMDSPDR SERIES TRUST | 9,377 | $513K | shares |
| MDTMEDTRONIC PLC | 5,693 | $513K | shares |
| VAWVANGUARD WORLD FD | 2,410 | $510K | shares |
| GRBKGREEN BRICK PARTNERS INC | 6,000 | $501K | shares |
| PNCPNC FINL SVCS GROUP INC | 2,692 | $498K | shares |
| MAMASTERCARD INCORPORATED | 998 | $493K | shares |
| HACKAMPLIFY ETF TR | 7,200 | $492K | shares |
| SPTLSPDR SERIES TRUST | 16,643 | $484K | shares |
| IEIISHARES TR | 4,034 | $482K | shares |
| EMREMERSON ELEC CO | 4,405 | $482K | shares |
| ADIANALOG DEVICES INC | 2,028 | $467K | shares |
| GDXVANECK ETF TRUST | 11,691 | $466K | shares |
| PEPPEPSICO INC | 2,675 | $455K | shares |
| VGTVANGUARD WORLD FD | 775 | $455K | shares |
| FMAYFIRST TR EXCHNG TRADED FD VI | 9,449 | $439K | shares |
| GNTXGENTEX CORP | 14,743 | $438K | shares |
| SPABSPDR SERIES TRUST | 16,732 | $437K | shares |
| HALHALLIBURTON CO | 15,052 | $437K | shares |
| VOOVANGUARD INDEX FDS | 828 | $437K | shares |
| QLTAISHARES TR | 8,672 | $426K | shares |
| MRKMERCK & CO INC | 3,698 | $420K | shares |
| SKXSKECHERS U S A INC | 6,273 | $420K | shares |
| EBAYEBAY INC. | 6,391 | $416K | shares |
| SLYGSPDR SERIES TRUST | 4,431 | $413K | shares |
| IVEISHARES TR | 2,080 | $410K | shares |
| XLUSELECT SECTOR SPDR TR | 5,020 | $406K | shares |
| XMHQINVESCO EXCHANGE TRADED FD T | 3,951 | $405K | shares |
| BILSPDR SERIES TRUST | 4,400 | $404K | shares |
| USIGISHARES TR | 7,627 | $401K | shares |
| DGSWISDOMTREE TR | 7,340 | $394K | shares |
| ETNEATON CORP PLC | 1,180 | $391K | shares |
| ESIELEMENT SOLUTIONS INC | 14,370 | $390K | shares |
| AESAES CORP | 18,606 | $373K | shares |
| GILDGILEAD SCIENCES INC | 4,441 | $372K | shares |
| XMMOINVESCO EXCHANGE TRADED FD T | 3,062 | $368K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 8,300 | $361K | call |
| CALYCALLAWAY GOLF CO | 32,589 | $358K | shares |
| CWBSPDR SERIES TRUST | 4,539 | $348K | shares |
| PWBINVESCO EXCHANGE TRADED FD T | 3,512 | $347K | shares |
| BLACKROCK INCBLACKROCK INC | 365 | $347K | shares |
| BKNGBOOKING HOLDINGS INC | 82 | $345K | shares |
| NFLXNETFLIX INC. | 485 | $344K | shares |
| IWNISHARES TR | 1,969 | $328K | shares |
| GPKGRAPHIC PACKAGING HLDG CO | 11,075 | $328K | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 2,750 | $327K | shares |
| CRSCARPENTER TECHNOLOGY CORP | 2,041 | $326K | shares |
| CAVACAVA GROUP INC | 2,630 | $326K | shares |
| BALLBALL CORP | 4,771 | $324K | shares |
| INTCINTEL CORP | 13,740 | $322K | shares |
| WMBWILLIAMS COS INC | 7,013 | $320K | shares |
| AVYAVERY DENNISON CORP | 1,436 | $317K | shares |
| FLQMFRANKLIN TEMPLETON ETF TR | 5,680 | $316K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 4,821 | $312K | shares |
| UNHUNITEDHEALTH GROUP INC | 527 | $308K | shares |
| SPBOSPDR SERIES TRUST | 10,251 | $308K | shares |
| LMTLOCKHEED MARTIN CORP | 521 | $305K | shares |
| CTASCINTAS CORP | 1,472 | $303K | shares |
| TAT&T INC | 13,756 | $303K | shares |
| IVWISHARES TR | 3,012 | $288K | shares |
| INTUINTUIT | 459 | $285K | shares |
| DHRDANAHER CORP DEL | 1,014 | $282K | shares |
| GXOGXO LOGISTICS INCORPORATED | 5,292 | $276K | shares |
| MPWRMONOLITHIC PWR SYS INC | 297 | $275K | shares |
| SRLNSSGA ACTIVE ETF TR | 6,572 | $274K | shares |
| DKSDICKS SPORTING GOODS INC | 1,297 | $271K | shares |
| AXONAXON ENTERPRISE INC | 676 | $270K | shares |
| BKAGBNY MELLON ETF TRUST | 6,171 | $266K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 130,700 | $264K | put |
| FXLFIRST TR EXCHANGE-TRADED FD | 1,888 | $262K | shares |
| XBISPDR SERIES TRUST | 2,628 | $260K | shares |
| EQWLINVESCO EXCHANGE TRADED FD T | 2,516 | $257K | shares |
| NOWSERVICENOW INC | 286 | $256K | shares |
| MELIMERCADOLIBRE INC | 124 | $254K | shares |
| TEITEMPLETON EMERGING MKTS INCO | 43,585 | $254K | shares |
| GHYGISHARES INC | 5,435 | $249K | shares |
| NVONOVO-NORDISK A S | 2,077 | $247K | shares |
| PWVINVESCO EXCHANGE TRADED FD T | 4,192 | $244K | shares |
| PGRPROGRESSIVE CORP | 952 | $242K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 519 | $241K | shares |
| DECKDECKERS OUTDOOR CORP | 1,495 | $238K | shares |
| ENBENBRIDGE INC | 5,746 | $233K | shares |
| IWDISHARES TR | 1,224 | $232K | shares |
| MRSHMARSH & MCLENNAN COS INC | 1,039 | $232K | shares |
| PAYXPAYCHEX INC | 1,724 | $231K | shares |
| CEGCONSTELLATION ENERGY CORP | 883 | $230K | shares |
| BACBANK OF AMER CORP | 5,782 | $229K | shares |
| PFEPFIZER INC | 7,901 | $229K | shares |
| CVXCHEVRON CORPORATION | 1,548 | $228K | shares |
| SRPTSAREPTA THERAPEUTICS INC | 1,763 | $220K | shares |
| VSTVISTRA CORP | 1,856 | $220K | shares |
| SPSMSPDR SERIES TRUST | 4,830 | $220K | shares |
| IBITISHARES BITCOIN TRUST ETF | 6,071 | $219K | shares |
| VICIVICI PPTYS INC | 6,542 | $218K | shares |
| AMTAMERICAN TOWER CORP | 4,000 | $217K | call |
| XLBSELECT SECTOR SPDR TR | 2,231 | $215K | shares |
| LULULULULEMON ATHLETICA INC | 780 | $212K | shares |
| DISDISNEY WALT CO | 2,199 | $212K | shares |
| RMDRESMED INC | 864 | $211K | shares |
| IJTISHARES TR | 1,500 | $209K | shares |
| XAODXABRDN TOTAL DYNAMIC DIVIDEND | 22,986 | $209K | shares |
| MSIMOTOROLA SOLUTIONS INC | 460 | $207K | shares |
| IJJISHARES TR | 1,652 | $204K | shares |
| VZVERIZON COMMUNICATIONS INC | 4,517 | $203K | shares |
| XSMOINVESCO EXCHANGE TRADED FD T | 3,063 | $203K | shares |
| INFYINFOSYS LTD | 9,065 | $202K | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 744 | $202K | shares |
| BGCBGC GROUP INC | 20,142 | $185K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 890 | $177K | shares |
| TAILCAMBRIA ETF TR | 13,113 | $158K | shares |
| MSFTMICROSOFT CORP | 2,000 | $137K | call |
| GHYPGIM GLOBAL HIGH YIELD FD FO | 10,658 | $136K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 3,500 | $132K | call |
| ESOAENERGY SERVICES OF AMER CORP | 11,585 | $110K | shares |
| PIONEER HIGH INCOME FUND INCPIONEER HIGH INCOME FUND INC | 13,175 | $105K | shares |
| PAYOPAYONEER GLOBAL INC | 13,975 | $105K | shares |
| AAPLAPPLE INC | 1,000 | $105K | call |
| CXDOCREXENDO INC | 19,985 | $92.7K | shares |
| XNROXNEUBERGER R/EST SECS INC FD | 12,455 | $51.2K | shares |
| PROFIRE ENERGY INCPROFIRE ENERGY INC | 28,200 | $47.4K | shares |
| MDTMEDTRONIC PLC | 2,300 | $34.1K | call |
| PLDPROLOGIS INC. | 200 | $8.16K | call |
| NVDANVIDIA CORPORATION | 4,300 | $5.41K | put |
| AESAES CORP | 500 | $2.67K | call |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 400 | $1.69K | put |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001085146-25-001768 | base | 2025-02-26 | acceptance time not in the bulk data set |